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Our July 2026 Market Review examines first-half market performance, corporate earnings growth, international stock returns, inflation trends, energy markets, and key themes shaping the investment landscape for the rest of the year.
In this video, Ben Hockema reviews Q1 2026 market performance, bond yield shifts, and the impact of global events, along with key investment opportunities for the months ahead.
Most retirees no longer have pensions, but that doesn’t mean you can’t create one. Learn how to transform your portfolio into a reliable, tax-efficient income stream that supports your lifestyle throughout retirement.
People naturally compare their experiences, whether it’s lunch, parenting, or investment returns. But when it comes to your finances, the comparisons that matter aren’t always obvious. In this article, we explore three different benchmarks investors often use: the market, your portfolio, and your personal financial plan, and why focusing on the right one can keep your finances in perspective.
When should you convert to a Roth IRA, and when should you wait? A smart Roth conversion strategy isn’t about opinions; it’s about tax timing. This guide explains the difference between deferring taxes and truly saving on taxes, and how thoughtful planning can increase lifetime spending power.
After a strong October rally, November markets took a breath. Volatility resurfaced, leadership shifted, and investors were reminded that strong returns often come with periods of uncertainty. As we approach year-end, the focus remains on staying diversified, managing risk, and maintaining a long-term perspective.
The rally continues as earnings growth, AI enthusiasm, and Fed rate cuts push markets to new highs. But record prices tell only part of the story. Explore how valuations, concentration, and macro trends shape what “higher highs” really mean for long-term investors in this October 2025 market update.
Ben’s quarterly review highlights big wins for gold and small-cap stocks, record highs in the markets, and a mix of reasons to stay cautious — and optimistic. With strong earnings, low sentiment, and Fed support, we see plenty of opportunity ahead for long-term investors.
Learn why Medicare Supplements don’t change during Annual Enrollment and what you should review each year.
August market recap: Stocks, bonds, and international markets rise as investors anticipate Fed rate cuts. Learn how liquidity, government debt, and market shifts impact portfolios and why diversification and active management matter.
Business Consultant